Health as an inheritance
Depending on your personal situation, the nature of your assets, and the timing you choose, it may be advantageous to opt for a thoughtful and strategic approach to supporting our cause over the long term, while also benefiting from attractive tax advantages.
Testamentary donations
Would you like to leave a lasting legacy and make a tangible difference for future generations in your community?
Planning a bequest with us allows you to fulfill this wish by ensuring that your legacy reflects your values and your situation, regardless of the size of your estate. It enables you to preserve your liquidity to meet your current needs, while knowing that a final gesture will be made in your name to support a cause close to your heart.
Gifts of Life Insurance Policies
Donating a life insurance policy can be a powerful way to significantly increase the impact of your gift to the Foundation, without costing you more. Several options are available depending on your goals and your personal and financial situation:
- Transferring ownership of a paid-up life insurance policy to the Foundation
- Naming the Foundation as beneficiary of an existing life insurance policy
- Taking out a new life insurance policy with the Foundation as beneficiary
To learn more, contact Mr. Richard Steele, our Advisor, Planned Giving and Donor Fidelity. He will be happy to discuss the various options with you and answer your questions.
Telephone : 514 338-2303, extension 7805